OnePath Online User Manual for Advisers 2011
Contents
1. Country Name Postal Address Save as Default Addre all Future orders Sales Order Lines E Product Code Customer 9 OP L2237P1110 L2237P1110 2 Click on Submit Order to process your order 1 If you have edited the address fields and want to save the address tick the checkbox of this option Quantity Pack Unit Unit 50 EACH Total P000 Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT 22 Step 3 Order Submission Screen This screen is the final step in the ordering process and displays your Order Number that can be used to follow up your products with the GEON Helpdesk It is important to note this number for any future referencing Once you have noted your Order Number click on the Exit button highlighted below to navigate out of the Order Submission screen TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT MAINTENANCE ORDERING 1s3 Sales Order Submission Thank you for your submission Please print this screen or note down the following details for Future reference lt Order Number 110355 Reference Net 0 00 GST 0 00 Total 0 00 23 Step 7 When your order is successfully processed by the system you will receive an email notification which will outline all the details of your order including delivery address contact name business unit and products ordered You can us2. OnePath cae a company of ANEN Y OnePath Online User Manual for Advisers 2011 Table of Contents Te ITROGUCTION siete acssctasiiceceeonetiesudans E nie E E E vias aA 1 2 HOW to Sign IMs a a E 2 3 Howto S bmitan Ordereeeesreniee e einen aid 5 4 Creating a Template Order cecccecceceeceeeeeeeeeeeeeeeeeeeeeeeaeeeeeeaaeeneeaes 14 5 Search Sales Order HISION 2aiwe aie eee Sia atte 19 6 Search Sales Order History Reordering cccccseceeeeeeeeeeseeeeeeeeeeaes 21 Teo Helpful COA es ies See he Sas ae oes a Le 25 8 Frequently Asked Questions cccccceceeeceeeeeeeeeeeeeeeaeeeeeeenaeeeeeeneeeeeeaes 26 1 Introduction Welcome to OnePath s online ordering site This site is provided by GEON Group OnePath s print management partner The system is entirely web based and requires no loading of special programmes on your computer The system will allow you to Place orders online easily See a thumbnail of your documents Print and download PDFs of the document Track your orders Create favourite order templates Like anything new there is an initial familiarisation period as you get to know the software and explore its features We appreciate this and have provided a range of support functions outside this manual Accompanying this User Manual is a comprehensive Frequently Asked Questions FAQs If you have questions about using the system please check the FAQs first to s
3. Entera fun 9 20111231PM E Template Name OP Tem pl ate Name lodified oun 9 2011 12 31 PM E Created by OnePath Adviser Customer Name feat Adviser Network Order Number Product Code Alt Code Description 2 Click Add to assign stock to the template 15 Step 3 1 Click on the Search link HOME esis 3i leg MAINTENANCE TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT LE Suse O soe save andent amp ent E Order Number pos Date Raised puns 20m 2PM E Template Name es ooo o Date Last Modified puns 20m1 1231 PM E Created by OnePath Adviser Customer Name OnePath Adviser Network Template Sales Order Lines Product Code Alt Code Description UOM Loool Line Total Action earch Cancel 1 Click on the Search link 7 0 00 Total 0 00 16 Step 4 1 If you do not know the item code you can search by key words ie OneAnswer Your search will then return a list of closest matches to your search criteria 2 Once you have located the item you require click the Order link as highlighted to add an item into your template niisiis Or MAINTENANCE TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Sales Order Product Filters 1 Enter the Reset ZRefresh Cancel product code or Relevance gt Ascending gt Advanced Search key words z Ascending gt Sales Order Product List if Clear Quantity b Add Multiple Descripti
4. To add more products to your Shopping Cart you simply follow the above steps again 4 When your Shopping Cart is complete click on the Check Out button The Check Out option navigates you to the checkout area of the online solution where you can preview your cart before completing the necessary delivery details a To empty the contents of the cart if you have added incorrect products quantities to your shopping cart click on the rubbish bin icon 4 Click on Check Out to complete order rer 2 Enter quantity of Sales Order Product Filters the product Your cart is emp All First Sort By Relevance z Ascendin gt you nee d gt Search a Product Group Investment Services Then Sort By gt Ascendinc z HOME ORDERING MAINTENANCE TERMS EMAIL US 4a Click on Advanced Search clear Cart I clear uontty ad multiple E Description Stock Level Price Pack Unit Quantity Action Browse E OP L2237P1110 PortfolioOne Investment PDS In Stock 0 00 EACH C Order E Adviser Customer Stock Code 12237P1110 m 1 618 FavArite OneAnswer a z z z EI ANZ OneAnswer a PortFolioOne Cash Management Out Of E 0 00 EACH 3 Click on i bse Optimix B PortfolioOne Order Customer Stock Code 12352 1110 Investment Services E O OP L3137 1110 PortfolioOne Cash Management Out OF Stock 0 00 EACH Order Suger amp Pension Services Fy z A a Service Direct Debit Request go Favourite Customer Stock
5. You will note that the extra description provides instructions that these documents are for ANZ Advisers only Search Qa P Search Product Group linvestment Portfolio Then Full Text Advanced Search Advanced Search S Sales Order Product List Favourites Description Stock Level x m OP 84866P 1110 ANZ Share Investment Loan In Stock _ Browse eat E Adviser PDS Pack E 376 L Customer Stock Code 84866 1110 El OneAnswer Investment Portfolio Personal Super i Pension I ANZ OneAnswer Investment Portfolio OP L2149P 11104 OneAnswer Investment In Stock Portfolio PDS For use by ANZ Advisers only gw 512 Customer Stock Code 2149P 11104 Optimix PortFolioOne ira Description For use by ANZ d Investments Employer Super ANZ Super Savings Account Life Risk Insurance Group Risk Insurance i General Marketing Sales amp Support Step 2 1 When you click on the product sub group that you wish to browse the products in this group will appear in the main body of the screen This will include e OnePath product code Image of the product that can be downloaded as a low resolution PDF Unit of measure Stock availability Order icon 2 Once you have located the item you wish to select enter the quantity in the box provided 3 You then click on the Order link at the far right side of the product you wish to order This will add the item to your Shopping Cart
6. ACT Next Working Day Within 2 Working Days Destination Please note the above delivery times are a guide only 27 7 Can I view these products from the website Most of the products can viewed online by clicking on the thumbnail preview 8 How do l edit my cart or delete an item Items can be removed or added to your cart by simply clicking the Edit button which can be found in the Sales Order Details screen If for an example an item has the incorrect quantity allocated you can click on Edit and adjust the quantity to suit Adding items to the cart is as simple as clicking on the Add button then click on the Search link which will navigate you to the Catalogue where you can add items Note once you have added the items you will need to click on Check Out to update the cart 9 How dol view the status of my order You can view the status of your order by navigating to the option menu on the left hand side and clicking on Order History This link will take you to a new view where you will need to click on Refresh Once you have done this a list of all your orders and their status Status Descriptors e New This refers to any new orders that you have made that are yet to be processed by GEON s warehouse e Confirmed Orders that have been processed by GEON s warehouse e Closed Orders that have been processed and dispatched e Back order Orders that do n
7. orders are updated automatically as they are fulfilled by the GEON Warehouse Step 1 1 Go to the navigational menu on the left of the screen and lick on Ordering 2 Click on the Order History ORDERING Sales Current Order Create Sales Order TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT 1 Click on Ordering Design Reset Refresh a Order Nut First Sort By Order Nun Descenair x Customer Draft Orders Then Sort By gt Ascendinc x Referenc Template Orders Date Subia Z SAE 2 Click Date Submitted To on Order Status H istory Sales Order List Export op Add B 7 Order Number Type Customer Name Reference Total Date Submitted Status Action 110350 Customer Order OnePath Adviser Network 0 00 Jun 9 2011 Confirmed Details Reorder Lal B Page 1 of 1 total 1 results Records per Page fis z 19 Step 2 1 Click the clear icon to remove the date from the Date Raised From field Click on Refresh to display all previous sales orders under your user profile 2 Click on the Reorder link if you would like to recycle re use your existing order This page provides you with a complete history of all orders except draft orders Note Draft Orders can be found by clicking on Ordering gt Draft Orders The Order Number Customer Name Reference if populated Date Created and Status are all visible on this page so
8. 3 Click on Submit Order HOME ORDERING MAINTENANCE TERMS EMAIL US REFUI ESL hry NT lt gt surat order AFSave sane Company Name JOnePath Adviser Network Address Line 1 547 Kent Street Contact JOnePath Adviser Address Line 2 Originator s Email geonlinesupport geongrat L m City State nsw Post Code 2o00 Delivery Phone Number Delivery Comments 1 Delivery address populated Country Name Sustraia Postal Address O Save as Default Address To create a user delivery address Peasegnter the address details and tick the oe as cians address check sail 2 Select Save as This address will become your editable default address ai Default Address all Future orders add delete NN 2 can E E Product Code Customer Stock Code Description Quantity Pack Unit Unit Price Line Total Status Action OP L2237P1110 L2237P1110 PortfolioOne Investment PDS 50 EACH 0 00 0 00 Draft Edit Delete 0 00 GST 0 00 Total 0 00 Copyright All Rights Reserved TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT 11 Step 5 Sales Order Submission screen This screen is the final step in the ordering process and displays your Order Number that can be used to follow up your products with the GEON Helpdesk It is important to note this number for any future referencing To complete your session click Exit EXPLORER WORK HOME ORDERING MAINTENANCE TERMS E
9. AINTENANCE TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Your cart is empty search 3 Welcome OnePath Adviser Full Text I Please use the navigation tabs above to select the Function you require Advanced Search If you have any questions or comments or you just need some assistance please contact Customer Service on the details below Favourites E Browse pac n E Adviser Customer Service Email geonlinehelpdesk geongroup com Phone 1300 566 770 Technical Support Email geonlinesupport geongroup com Corporate Address 20 Baker Street Banksmeadow NSW 2019 Australia Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT 3 How to Submit an Order Step 1 1 Click on the Adviser catalogue on the left hand side of the screen under the Browse section This will open the catalogue listing as illustrated in the screen preview below OnePath ee EXPLORER WORK HOME ORDERING MAINTENANCE TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT Wacone UlUlLesssssssssssssssssssessssssssssssssssS Your cart is empty Search LZ _ f OnePath Adviser 1 Click on Adviser Full Text pation tabs above to select the function you require The product Advancgfl Seq eine ue and sub tions or comments or you just need some assistance please contact Customer Service on the details below groups here Favourites Browse Adviser geonlinehelpdesk geongroup com 1300 566 770 E OneAnswer ANZ On
10. Code 13137 1110 E Invegtments 1 Select product group you wish to All prices exclusive of GST browse Page 1 of 1 total 3 results Records per Page m Minimum and Maximum Limits When you order a product that is over under the minimum and maximum quantities the online solution will automatically round up down your order quantity to fall within the defined thresholds A message will be posted online after you have clicked on the Check Out button submit Order Save Save and Exit Exit Et Order Number foo ooo Date Raised fung 2011 11 36AM E Status Date Submitted Mmm Created by OnePath Adviser Date Approved E Customer Name OnePath Adviser Network Date Last Modified fung 2011 11 36AM C Reference a nda 1 beete WAGE A ca E E ProductCode Customer Stock Code Description Quantity Pack Unit Unit Price Line Total Status Action p h 3 0 00 0 00 Draft Edit Delete You can quickly identify the minimum and maximum quantities assigned to a stock item by clicking on the stock Description on any product and then clicking on the Stock tab which will bring up the stock metrics as identified below GELS Sock Es o ca on oc EI Code OP L2237P1110 Description PortfolioOne Investment PDS Stock Level M a Quantity On Hand ee Pack Unit Quantity On Order a Pack Size Quantity Quarantined o LD Packs Per Outer MM Back Order _ ay Min Qty Stock Inst Quantity C Create Max Qty MM Quantum Or
11. MAILUS REFUND POLICY HELP PDE LOGOUT Cart Your cart is empty Full Text L2237p Advanced Search Browse E Adviser OneAnswer ANZ OneAnswer OptiMix PortfolioOne B Investments E Employer Super ANZ Super Savings Account Life Risk Insurance Group Risk Insurance General Marketing Sales amp Support Copyright All Rights Reserved TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT 12 Step 6 When your order is successfully processed by the system you will receive an email notification which will outline all the details of your order The order number located in the email is the reference used should you need to validate any information regarding your order with the help desk From geonlinehelpdesk geongroup com Sent Thu 9 06 2011 11 47 AM To GEONline Support Ce Subject Order 110350 has been placed successfully Tume eran Customer Name OnePath Adviser Network Reference Order Date Thu Jun 09 11 36 50 EST 2011 Order Originator OnePath Adviser PRISM Delivery Code NSW OPADV 1 Address Attention OnePath Adviser OnePath Adviser Network 347 Kent Street Sydney NSW Australia 2000 Customer Stock ee Order Available Pack Unit Line Line zeae Cote Code Dena Quantity Quantity Unit Sahii Price Price Comments OP IIIT PortfolioOne Investment 5 5 12237P1110 L2237P1110 PDS 50 1568 EACH p 0 00 0 00 13 4 Creating a Template Order The f
12. der Quantity 1 Step 3 1 You will then be taken to Sales Order Details where you can add a Reference if you desire The Reference field can be utilised for populating with a Purchase Order Number Contact Name or reference number that you can use as a way of differentiating your orders 2 Click on the Delivery tab and fill in your delivery specifications submit Order Save Save and Exit Exit u Order Number k Date Raised una 2011 11 36AM C Status Date Submitted ca Created by 2 Click on the Date Approved IL amp Customer Name Delivery Tab to move Date Last Modified ung 2011 11 36AM C onto the next screen Reference LC i E Sales Order Lines E ProductCode Customer Stock Code OP L2237P1110 L2237P1110 db Add Delete AEE 2 Edit Pack Unit Unjt Price Line Total Status Action Bft Edit Delete Description PortfolioOne Investment PDS Quantity 1 Enter Reference number if desired 3 is 50 This li GST 0 00 Total 0 00 10 Step 4 1 Your delivery address provided on the registration page will automatically populate the required fields 2 If you wish to modify the pre populated address simply write over the existing address You can also save this as your default address by selecting the Save as Default Address option below the address fields 3 To complete the order click on the Submit Order button and your order will be processed
13. der is correct and then click on the Delivery Tab TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT HOME iiis MAINTENANCE submit Order Save Save and Exit Exit Et Sales Order Details 2 Click on Delivery Order Number Jun 9 2011 1 16 PM z Date Submitted 1 You will be l directed to the Sales nA Date Last Modified Jun 9 2011 1 16 PM Order Details screen Reference dpadd Delete Aircel Edit Unit Price Line Total Status Action Pack Unit Product Code Customer Stock Code Description Quantity OP L2237P1110 L2237P1110 PortfolioOne Investment PDS 50 EACH 0 00 0 00 Draft Edit Delete Net 0 00 GST 0 00 Total 0 00 21 Step 2 1 Once you have clicked on the Delivery Tab if you wish to modify the pre populated address simply write over the existing address You can also save this as your default address by selecting the Save as Default Address option below the address fields 2 To complete the order click on the Submit Order button and your order will be processed HOME Wiii MAINTENANCE TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT EDelivery Submit Order Save Save and Exit Exit iat Company Name JOnePath Adviser Network Address Line 1 Contact JOnePath Adviser Address Line 2 Originator s Email geonlinesupport geongrot Delivery Phone Number _ 4 City Delivery Comments State Post Code
14. e these emails to build a history of your ordering pattern From geonlinehelpdesk geongroup com To GEONline Support Ce Subject Order 110355 has been placed successfully Sent Thu 9 06 2011 1 25 PM Order Details Customer Name OnePath Adviser Network Reference Order Date Thu Jun 09 13 16 04 EST 2011 Order Originator OnePath Adviser PRISM Delivery Code NSW OPADV 1 Address Attention OnePath Adviser OnePath Adviser Network 347 Kent Street Sydney NSW Australia 2000 Product Code Code Description Status Quantity Quantity Unit Price Price Comments Customer Stock Order Available Pack Unit Line Line OP L2237P1110 50 1518 EACH P 0 00 0 00 PDS 12237P1110 PortfolioOne Investment 24 7 Helpful Contacts GEONline and Progress of Orders GEON staff are available to support you with system navigation or delivery enquiries Email geonlinehelodesk geongroup com Phone 1300 556 770 Business Hours EST 25 8 Frequently Asked Questions ORDERING YOUR STATIONERY AND SALES MATERIALS 1 How do I search for a product using a stock code Stock codes are unique identifies that differentiate customer products from one another Each code consists of 10 20 characters and can be made of letters or numbers eg OP L2148 0908 When searching using a code you can enter any part of the code in the GEONline search field wi
15. eAnswer OptiMix E PortfolioOne Investments Employer Super K ANZ Super Savings Account Life Risk Insurance E Group Risk Insurance i General Marketing Sales amp Support Technical Support Email geonlinesupport geongroup com Corporate Address 20 Baker Street Banksmeadow NSW 2019 Australia Copyright All Rights Reserved TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT Any catalogue that have a plus sign beside them can be expanded further to view the contents within this category as illustrated above _ Browse o E Adviser OneAnswer Investment Portfolio Personal Super Browse i E Adviser OneAnswer ANZ OneAnswer Optimix PortfolioOne i Pension om ANZ OneAnswer L Investment Portfolio Personal Super Pension OptiMix l PortfolioOne Investments Investments Employer Super Employer Super ANZ Super Savings Account ANZ Super Savings Account Life Risk Insurance Life Risk Insurance Group Risk Insurance Group Risk Insurance General Marketing Sales amp Support General Marketing Sales amp Support Note Documents that are ANZ brand or have ANZ application forms have A in the product code Please note that ANZ Advisers who require the OnePath OneAnswer branded PDS these versions can be found under the ANZ OneAnswer folder Click on Investment Portfolio or Personal Super for the version that you require
16. ee whether your question is answered here If you have further enquiries please call the Helpdesk on 1300 556 770 where a GEON Group consultant will assist you The system also has a help facility on each page assessed by clicking on the Help icon Minimum requirements Reasonable speed internet access Internet Explorer 6 or greater Browser configured to enable session cookies About this manual This manual is as much a tutorial as a reference guide While many functions are intuitive we highly recommend that you grab a cup of coffee and read this manual It should take no more than 10 minutes It contains a step by step guide on how to login and place an order 2 How to Sign In Step 1 Start your internet browser and log into the Adviser Advantage site located in onepath com au and follow the Publications and Forms link This is the site to order all forms marketing and sales materials OnePath INVESTMENT INSURANCE SUPERANNUATION acompany ot ANZ About OnePath Contact us Help ae TBE aa BESES Home Investment Insurance Superannuation Retirement Working with OnePath Performance amp update Adviser Adviser Advantage login UOneLare come with the lot New to Adviser Advantage Adviser Advantage provides convenient online services to Password PIN make managing your clients and doing business with OnePath easier User ID ew Access OnePath product information tech
17. ehouse Orders may still be placed against the item and when the replenishment of stock arrives in the warehouse the back orders will then be despatched 5 What quantities do order When ordering stock items the UNIT quantity may vary Each means that you can order in single units Box 250 some items eg envelopes come grouped so ordering 1 1 x box of 250 6 How long will it take for my order to be delivered All orders placed before 12 noon will be despatched by road freight the same business day unless otherwise agreed The below table highlights the standard delivery timeframes across Australia Delivery if order Delivery if order received received prior to 12 pm after 12 pm amp before 4 pm NSW Country Next Working Day Within 2 Working Days _ Melbourne Metro Next Working Day Within 2 Working Days Victoria Country 2 Working Days 2 Working Days Brisbane Metro Next Working Day Within 2 Working Days _ Adelaide Metro 2 Working Days 2 Working Days SACounty 3 Working Days Within 4 Working Days _ 5 Working Days 5 Working Days Perth Metro Deliveries only on Deliveries only on eee amp Friday Tuesday amp Friday 5 Working Days 6 Working Days WA Country Deliveries only on Deliveries only on eel amp Friday Tuesday amp Friday Sydney Metro Next Working Day Next Working Day Nthn Asses 5 Working Days 5 Working Days Tasmania 4 Working Days Within 4 Working Days
18. elete Accept Edit q Product Code Alt Code Description OM Quantity it Price Line Total Action OP 42570 1110 42570 1110 ANZ Super Savings Account PDS EACH 0 00 0 00 Edit Delete 0 00 0 00 1 Click Add to 0 00 continue adding products 17 Step 6 1 To locate your pre defined templates click the clear icon to remove the date from the Date Raised From field Click on the Refresh button which will return a list of all your template orders To use the template simply click on Use link and then complete the delivery details and complete your order Please refer to Step 3 under section Submitting an Order ORDERING ND POLICY HELP PDF LOGOUT RM Ma R 2 Click on Reset Refresh a First Sort By Refresh button Then Sort By v Ascendinc x Template Sales Order Filters Customer Name Template Name Date Raised From May 10 2011 E c Date Raised To f amp G Template Sales Order List Export dp Add Customer Name Template Name Date Raised Action OnePath Adviser Network OP TEST Jun 9 2011 Delete Details Use Page 1 of 1 total 1 results Records per Page fis x 3 Click on Use to order 18 5 Search Sales Order History The following functionality allows you to search your order history pipeline to follow up on an order or re use the order details instead of creating a new order from scratch The status of
19. nical knowledge sales tools business resources Access reports and transact online to efficiently manage clients portfolios Forgotten your password Register Why work with us See also gt RiskWorks login gt PortfolioOne login gt DIY Super Service login gt Business customer login options gt Personal customer login options Financial Services Guide Terms of Use Security Privacy Policy Competition notices RSE Sitemap 2010 OnePath Limited Step 2 Once you have successfully logged in for the first time you will be presented with the following registration page Please fill in all details as required and click on submit This screen will not appear after the first log in experience New User Registration Please enter your user information and click continue to establish access to the solution User Information All User fields are mandatory First Name Last Name Contact Phone Email Address Delivery Address This address will be set as your default delivery address for your orders Delivery Address fields are validated based on Delivery Country selected Country Australia ey Delivery Contact Company Name Delivery Address City Suburb Town State Post Code Postal Address No X Continue Step 3 After the registration form is completed you will be forwarded to the Home page OnePath Marketing material extranet EXPLORER WORK HOME ORDERING M
20. ollowing functionality allows you to create a Template Order which you can re use as required removing the need to create new sales orders on every occasion This feature is particularly beneficial for users who order the same products consistently with a higher than normal frequency pattern Step 1 1 Click on Ordering 2 Click on Template Orders link which will navigate you to the appropriate screen for creating a template order which can be used as a short cut should you order the same products repeatedly 3 Click on Add to begin configuring your Template Order HOME niies ie 1 Click on Orderina TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Current Order p QA Reset Refresh Create Sales Order Customer First Sort By Then Sort By Customer v Descendir z gt Ascendine x Template Draft Orders Date Rais MUE JE oes Date Rais Order History Template Sales Order List F op Add l Customer Name 2 Click on Date Raised Action IO results Records per Page fis gt Template Orders 14 Step 2 1 Enter a name against your template so that you can easily access at a later date 2 Click on Add to begin assigning products to your template order HOME sie tiie MAINTENANCE TERMS EMAIL US REFUND POLICY HELP PDF LOGOUT Template Sales Order Details Euse Save Save and Exit Exit f10381 1
21. on Stock Level Price Pack Unit Quantity OP A2570 1110 ANZ Super Savings Account In Stock 0 00 EACH PDS m 8 482 Customer Stock Code amp 2570 1110 OP A2592P 1110 ASA Welcome Kit includes In Stock 0 00 EACH 2 Click on Order welcome CD m 971 to add product into Customer Stock Code amp 2592P 1110 your template OP L2201 1110 Corporate Super Insurance In Stock 0 00 EACH Order Guide m 3 600 Favourite Customer Stock Code 12201 1110 OP L2001 1110 Corporate Super Investment Out Of Stock 0 00 EACH Order Book go Favourite Customer Stock Code 2001 1110 OP LO922 1110 Corporate Super Member PDS Out Of Stock 0 00 EACH Order Customer Stock Code 0922 1110 mo Favourite OP LO922P 1110 Corporate Super Member In Stock 0 00 EACH Order PDS E 4 342 Favourite Customer Stock Code 10922 1110 Step 5 1 Click Add to continue adding products to the template order 2 When you have added all the appropriate products into your template click on Save and Exit which will then save the template into your template list for future use MAINTENANCE 2 Click Save MS EMAIL US and Exit to save your template ORDERING REFUND POLICY HELP PDF LOGOUT Template Sales Order Details mSave and Exit Exit Order Number 110351 Dat j Template Name for TEST DateT Created by OnePath Adviser Customer Name OnePath Adviser Network Template Sales Order Lines dp Add D
22. ot have sufficient stock on hand for successful completion of the order 28
23. th the wildcard symbols which will return all closest matches ie 00594 Note the wildcard symbols are the percentage signs 2 Ifi don t have a code can I search another way There are other criteria that you can also use when searching for a stock item Description search using key words Some words may be abbreviated or shortened to fit the entire name of the stock item into the system Your Reference search by using a portion of the reference code This narrows down your search to a particular group of items Eg Full code OP L2148p 0908 Partial code L2148 Using L2148 will locate all the correct product in the system Using OneAnswer will locate all the OneAnswer products Wildcard and Syntax Searches Click on the icon to guide you on other advanced search features 26 3 Why won t my order submit If you do not have adequate delivery address details in the system your order will not be processed an error message will confirm this Your delivery address can be located with the Delivery tab which is contained in the Sales Order Details screen There you can allocate an existing address or add the company name if it is missing Delivery addresses which are not contained in the pre defined drop down list can be added by choosing the One Off Delivery Address in the drop down list 4 What is a Back Order When a stock item shows unavailable there is no stock of that item in the war
24. that you can quickly get a view of your order history For users with a large order history you have the option of filtering your history by date reference customer name and number The search will bring back all closest matches to your search criteria HOME ioie MAINTENANCE TERMS EMAILUS REFUND POLICY HELP PDF LOGOUT Design Reset 2 Refresh a Sales Order Filters Order Number First Sort B eect bin el Customer Name Then sort 1 Click on the Ascendin Reference Refresh button Date Submitted From fl E Date Submitted To HE Status 7 Sales Order List 2 Click on Export op Add a E Order Number Type Customer Nme Reference Reorder to Action 110350 Customer Order OnePath Adviser Network re cycle the order eorder H 4 Page 1 of 1 total 1 results Records per Page 15 20 6 Search Sales Order History Reordering The Sales Order History Reordering functionality is similar to that of the Template Orders It allows you to re use an existing order that you have previously placed without having to re enter all the product and delivery address details By utilising this option you can reduce the processing time of an order Please refer to Step 2 under section Search Sales Order History Step 1 1 After you have clicked on the Reorder link you will be directed to Sales Order Details 2 Confirm that the product in the or
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